Adding Customers
Creating Customer
To add customer, Go To- Customers > Add Customer
If you want to Add Customer under Companies, you can Select Companies from here.
If you want to send customer welcome email, you can check Yes check box.
You can tag customer from here. Just write the tag and hit Enter.
If you do not want customer login, you can keep blank the password fields.
You can also entirely disable customer registration and login from Settings > Choose Features
Customer Self Registration
Customer also can register themselves from the portal.
If you do not want customer registration, you can disable it from Settings > Choose Features
Adding customer through API
It is also possible to add customer using API
Updated on: 29/12/2017
Thank you!